Sugar CRM Outbound/Inbound Dialer integration

How can Voicent integrate their software with our SugarCRM?

Voicent works hard in fulfilling our customers’ needs. We pride ourselves in simplifying your business needs to save you time, energy, and cost.

Voicent just released a new feature where you are able to automatically open the contact page of the person you are communicating with as soon as your call is connected.

New Contact?
The contact information is not in your CRM database yet? No worries! Voicent will automatically create the contact for you. You just simply need to fill out the appropriate information.
That’s not just it, Voicent is also capable of automatically uploading your call information to SugarCRM.

Call information will include:

  • Call notes
  • Call Status
  • Call Disposition
  • Opt-Out info
  • Agent who handled the call
  • Campaign information

The best thing about this feature is that it is extremely easy to setup. Here are the steps:

Step 1)
You will to need to start by specifying in the Voicent Gateway that you want to connect to SugarCRM.
Open Voicent Gateway -> Setup -> Setup CRM -> Choose “Enable SugarCRM connector” -> Enter the Target server where the your CRM database lies
Note:
For the Community Edition, “URL” field needs to be pointed to the root folder for you database. In this example, the root folder is “sugarsuite” and listening on port 800.
For the Online Edition, “URL” field needs to be pointed to the domain URL of the SugarCRM edition you have.
You will be responsible for inputting “http://” or “https://” in the URL field

Gateway Setup

Step 2)
You will then login to Voicent Dashboard to enter the user credentials.
Open Voicent Dashboard -> Setup -> CRM Connector Setup -> Enter in user name and password
Dashboard Setup

Once configured, you will be able to seamlessly use Voicent software harmoniously with Sugar CRM.
Sample Call
Sample Call
Sample Call

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Zoho CRM Outbound/Inbound Dialer integration

How can Voicent integrate their software with our Zoho CRM?

Voicent works hard in fulfilling our customers’ needs. We pride ourselves in simplifying your business needs to save you time, energy, and cost.

Voicent just released a new feature where you are able to automatically open the contact page of the person you are communicating with as soon as your call is connected.

New Contact?
The contact information is not in your CRM database yet? No worries! Voicent will create the contact for you. You just simply need to fill out the appropriate information.

That’s not just it. Voicent is also capable of automatically uploading your call information to Zoho CRM.

Call information will include:

  • Call notes
  • Call Status
  • Call Disposition
  • Opt-Out info
  • Agent who handled the call
  • Campaign information

The best thing about this feature is that it is extremely easy to setup. Here are the steps:

Step 1)
You will to need to start by specifying in the Voicent Gateway that you want to connect to Zoho CRM.
Open Voicent Gateway -> Setup -> Setup CRM -> Choose “Enable ZohoCRM connector”
Gateway Setup

Step 2)
You will then login to Voicent Dashboard to enter the user credentials.
Open Voicent Dashboard -> Setup -> CRM Connector Setup -> Enter in user name and password
Note: For Zoho CRM, you can alternatively login through “Additional Token” instead of entering username and password. Information about retrieving additional token can be found here
Dashboard Setup

Once configured, you will be able to seamlessly use Voicent software harmoniously with Zoho CRM.

Sample Call

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Advanced Call Center Agent Scripting

For an agent script to be more effective, the script needs to be tailored to the specific caller, the agent who is connected to the caller, and other company process related info. In the Voicent agent scripting environment, the script is able to access the current call info, the customer’s CRM info, and any information that is set from Voicent IVR application.

Script Variable

To access the CRM and IVR application info, use script variable in the format ${var}. For example, to access the phone number of the current call, use ${Phone}.

To access Voicent CRM customer info, use the following variable name:


Honorific Title
Name
First Name
Middle Name
Last Name
Business
Job Title
Website
Category
Fax
Phone
Home Phone
Work Phone
Extension
Work Phone (ext.)
Mobile Phone
Other Phone
Do Not Call
Email
Email2
Do Not Email
Home Address
Street (Home)
City (Home)
State (Home)
Zipcode (Home)
Country (Home)
Work Address
Street (Work)
City (Work)
State (Work)
Zipcode (Work)
Country (Work)

To access current call info, use “__Call__.” prefix with the following names:

__Call__.Name,
__Call__.Phoneno,
__Call__.Crmid,
__Call__.Notes
__Call__.CampaignName,
__Call__.CampaignTool,
__Call__.CampaignMessage

Important : There are 2 (underscores “_”) before and after Call !

Other variables:

For Agent Dialer, BroadcastByPhone, BroadcastBySms campaign, all columns in the spreadsheet are available through the script variable ${__Call__.ColumnName}.

For IVR Studio, any additional information set by an IVR application is available through the call parameter variable ${__Call__.CallParamName}. For more information, please see passing IVR information to agent

Use Script Variable in Agent Script

You can use script variables in scripts designed by Voicent IVR Studio. All you need to do is to include the script variables in the appropriate places. For example, you can sets up a HTML div element as:

<div>Incoming call from <strong>${Name}</strong>, caller ID: ${__Call__.Phoneno}</div>

This piece of HTML code will be rendered in the script window as

Incoming call from John Smith, caller ID 650 555-1212

You can use these variables even in your own agent scripts. As long as it is displayed in Voicent Dashboard, the script variables will be replaced with the actual values. To use your own script, open Voicent gateway, select Setup > Options > Call Transfer Tab > Screen Popup button, select Enable script for campaigns, then enter the URL to your own agent script.

Use Script Variables in Script URL

The script URL defined in the gateway can utilize script variable as well. The following figure shows how to pass the caller ID to an agent script URL:

Posted in Call Center Software, Developer, Predictive Dialer |